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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,159 | $55,713+33.1% | $75,901-2.3% | $72,975+1.6% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 21.71% | 27.60%-5.9pp | 30.76%-9.1pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,649 | $1,687-2.2% | $2,501-34.1% | $2,440-32.4% |
| Participant deferral / active EE | $5,031 | $2,634+91.0% | $3,603+39.6% | $3,608+39.5% |
| Admin fee / account holder | $3,240 | $3,980-18.6% | $5,420-40.2% | $5,124-36.8% |